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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

781 hedge funds and large institutions have $12.2B invested in iShares Russell Mid-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 274 increasing their positions, 173 reducing their positions, and 34 closing their positions.

Holders
781
Holders Change
+112
Holders Change %
+16.74%
% of All Funds
12.06%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.6%
New
157
Increased
274
Reduced
173
Closed
34
Calls
$2.89M
Puts
$208K
Net Calls
+$2.68M
Net Calls Change
-$83K

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$403M
2
Victory Capital Management
2
Victory Capital Management
Texas
$265M
3
Bank of America
3
Bank of America
North Carolina
$514M
4
AP
4
Advisors Preferred
Maryland
$46.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.11B

Top Sellers

1
TF
1
TIAA FSB
Florida
$2.2B
2
American Century Companies
2
American Century Companies
Missouri
$0
3
Truist Financial
3
Truist Financial
North Carolina
$107M
4
PAG
4
Private Advisor Group
New Jersey
$17.2M
5
RWG
5
Regal Wealth Group
California
$503K
Name Market Value Shares Shares
Change 		Shares
Change %
TF
1
TIAA FSB
Florida
$2.2B 18,037,685 -521,412 -3%
Morgan Stanley
2
Morgan Stanley
New York
$1.11B 9,083,492 +294,501 +3%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$1.02B 8,323,637 +203,832 +3%
Wells Fargo
4
Wells Fargo
California
$698M 5,704,208 +171,062 +3%
Bank of America
5
Bank of America
North Carolina
$514M 4,196,732 +545,431 +15%
UBS AM
6
UBS AM
Illinois
$403M 3,293,120 +3,293,120 New
CB
7
Commerce Bank
Missouri
$402M 3,286,083 -4,829 -0.1%
US Bancorp
8
US Bancorp
Minnesota
$387M 3,159,681 +196,262 +7%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$364M 2,971,916 -40,821 -1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$273M 2,232,600 +10,945 +0.5%
Victory Capital Management
11
Victory Capital Management
Texas
$265M 2,161,800 +834,800 +63%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$253M 2,067,999 +110,223 +6%
Betterment LLC
13
Betterment LLC
New York
$231M 1,888,923 -26,665 -1%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$220M 1,800,593 +45,098 +3%
UBS Group
15
UBS Group
Switzerland
$207M 1,690,899 +43,087 +3%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$176M 1,434,569 +44,450 +3%
Ameriprise
17
Ameriprise
Minnesota
$163M 1,329,304 +49,331 +4%
LPL Financial
18
LPL Financial
California
$108M 885,658 +52,889 +6%
Truist Financial
19
Truist Financial
North Carolina
$107M 874,057 -197,575 -18%
ZB
20
Zions Bancorporation
Utah
$106M 868,647 +135,966 +19%
SI
21
Stephens Inc
Arkansas
$106M 865,292 -27,518 -3%
AWM
22
AE Wealth Management
Kansas
$97.2M 794,565 +31,921 +4%
EH
23
Equitable Holdings
New York
$82.5M 673,868 -28,503 -4%
TAIM
24
TD Ameritrade Investment Management
Nebraska
$81.4M 664,908 +44,684 +7%
SGAM
25
Stephens Group Asset Management
Arkansas
$80.1M 654,625 -4,538 -0.7%
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